Our Digital Advisors leverage technology and consultative sales processes to assist clients within their assigned segment. They will actively reach out to clients to provide ongoing planning and support with their specific financial and investment goals. This position is responsible for delivering a high level of client service with the ultimate goal of helping clients achieve their financial goals and dreams.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Contacts existing and prospective clients to assess their investment needs, acceptable risk level, develop an action plan and present solutions.
Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate. Makes full disclosures required in conjunction with selling non-deposit investment products.
Uses a consultative sales process to determine client needs, obtains commitment and proposes solutions with assistance from Financial Advisor or Manager as needed. Discusses benefits and risks as well as other product features pertaining to possible investment solutions for the client.
Reviews portfolio activity with clients as well as proficiently explain portfolio performance against client’s stated risk tolerance and independently conduct client meetings
Resolve client inquiries, concerns and problems effectively and in a timely manner. Responsible for client retention and day-to-day client satisfaction.
Develops and implements investment strategies for clients. Determines the best products to support such strategies.
Presents sound financial recommendations and guidance to clients.
Establishes individual financial plans based on client financial needs and objectives.
Must currently possess Series 7, 63, 65/66 and be in good standing, and Life & Health Insurance License
Compensation
The base pay range for this role is $55,000 – $75,000 per year.